Own-brand store pack

What each client fills in

Supplier email

Where orders are sent to be fulfilled.

Order log sheet ID

The Google Sheet orders are logged to.

Team channel

The Slack channel that hears about it.

Business name

How messages sign off.

Low score

This score or lower counts as unhappy: 6 on a 0–10 scale, 3 on 1–5.

Owner’s mobile

Texted when something needs a person now.

Who calls back

The name the unhappy customer is told will call.

AI model

The model the client’s key can use.

Requests channel

The Slack channel where people ask for things.

Task list ID

The ClickUp list the tasks go into.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• 

  Only for a store that already has an admin-created custom app. In the client’s Shopify admin: Apps → Develop apps → the app: its Admin API scopes must include write_customers and read_orders; the token is under API credentials (shown once when it is made; if it is no longer shown, generate a new one).

• 

• Google Sheets

  In your own Google Cloud project: enable the Google Sheets API, then IAM & Admin → Service accounts → Create → Keys → Add key → JSON, and paste the file here. Then share each client sheet with the service account’s email (…@….iam.gserviceaccount.com) as an Editor. The account is yours; no Google review is needed.

• 

  In the client’s Slack: api.slack.com/apps → Create New App → OAuth & Permissions → add the chat:write scope (and channels:history, plus groups:history for a private channel, for the message trigger) → Install to Workspace → copy the Bot User OAuth Token. Invite the app to the channel.

• 

• 

  platform.claude.com → Settings → API keys → Create key, in the workspace that bills this client.

• 

  In the client’s ClickUp: avatar → Settings → Apps → API Token → Generate.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s Shopify, for “An order is paid”
2. Connect the client’s Resend (email), for “Send to the supplier”
3. Connect the client’s Google Sheets, for “Add to the order log”
4. Connect the client’s Slack, for “Tell the team”
5. Fill in Supplier email (Where orders are sent to be fulfilled)
6. Fill in Order log sheet ID (The Google Sheet orders are logged to)
7. Fill in Team channel (The Slack channel that hears about it)
8. Pick the client’s form that starts it
9. Connect the client’s Twilio (SMS), for “Text the owner”
10. Connect the client’s Resend (email), for “Tell them a person will call” and “Thank them”
11. Connect the client’s Google Sheets, for “Log the score”
12. Fill in Low score (This score or lower counts as unhappy: 6 on a 0–10 scale, 3 on 1–5)
13. Fill in Owner’s mobile (Texted when something needs a person now)
14. Fill in Business name (How messages sign off)
15. Fill in Who calls back (The name the unhappy customer is told will call)
16. Fill in Feedback sheet ID (The Google Sheet the scores are logged to)
17. Connect the client’s Slack, for “A message is posted in a channel” and “Say where it went”
18. Connect the client’s Anthropic, for “Write the task”
19. Connect the client’s ClickUp
20. Fill in Requests channel (The Slack channel where people ask for things)
21. Fill in AI model (The model the client’s key can use)
22. Fill in Task list ID (The ClickUp list the tasks go into)